TIMOTHY HENRY
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - FINSIA
2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Higher Education
2010 - Self Managed Superannuation Funds - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.